Topic-1: Why Data Visualization is Important?
Topic-2: Why Tableau ?
Topic-3: Getting Started with Tableau
Topic-4: Connecting With Data
Topic-5: Creating Views and Analysis
Topic-6: Advance Visualization Methods
Topic-7: Advance Expressions (Date Functions, string Functions, Numeric Functions, LOD Functions)
Topic-8: Table Calculations
Topic-9: Sets, Groups & Hierarchies
Topic-10: Dashboards & Stories
Topic-11: Introduction of Tableau Server and Publishing reports to server
Topic-12: Real time scenarios Practice
Topic-13: Resume Preparation
Topic-14: Interview Preparation.
Topic-15: Mock Interviews
Tableau Course Content
Introduction to Tableau
What is data visualization?
Purpose of data visualization
Introduction to tableau
What is Tableau
Why Tableau
About Tableau products
• Tableau Desktop
• Tableau Server
• Tableau Public
Installation of Tableau Desktop
Connecting to Excel Data source
Understanding of Data window
• Dimension?
• Measure?
• Data types and Symbols
Different ways of dragging dimensions and measures
Sample report and dashboard
Connecting to data source
• Connecting to single table
• Connecting to multiple tables
• Connecting using custom SQL
• Exporting or saving data connection
• Editing data connection
• Replacing data connection
• Refreshing the connection
• Extract connection
• Live vs extract
• Data Source filters
• switch to live
• Refreshing extract
• Closing data source
• Clipboard data source
• Data Blending
Different File extension types in Tableau
• .tbm
• .twb
• .tde
• .twbx
• .tds
• .tdsx
• .tps
• .tms
Toolbar menu icons
• Undo(Ctr+Z)
• Redo(Ctr+Y)
• Save(Ctr+S)
• Connect to data(Ctr+D)
• Create new sheet or dashboard or story
• Duplicate sheet
• Clearing sheet
• Swapping
• Sorting
• Labeling(abc)
• Resetting cards
• Highlighting
• Presentation view
Data window options
• Add to sheet
• Show quick filter
• Duplicate
• Rename
• Hide
• Group by folder or data source table
• Create folder
• Change data type
• Change Geographic role
• Default properties
• Replace references
• Describe
• Creating calculation field
Crosstab reports
• simple cross tab report
• crosstab report with more than 6 columns
• crosstab report with more than 16 columns
• showing header for single measure crosstab report
• hiding and showing columns in crosstab report
• adding subtotals, row and column grand totals
• formatting crosstab reports
• conditional formatting in crosstab report
• KPI in crosstab reports
Hierarchies
• Create Hierarchies
• Hierarchies in crosstab reports
• Hierarchies in charts
Bar and Line charts
• Simple Bar chart
• Side by side Bar chart– Grouped Bar chart–
• Staked Bar chart
• Bar with line chart (Dual axis)
• Bar within Bar chart (Dual axis)
• About marks shelves (Color, Size, Label, ToolTip)
• Annotations (Mark, Point, and Area)
• Formatting sheets
Worksheet options
• Renaming of sheet
• Deleting sheet
• Duplicating sheet
• Duplicating as crosstab
• Export sheet
• Copy/Paste formatting
• Copy/Paste sheets
• Show title, caption, summary options
• Describing sheet
Filters
• Quick filters
• Filtering Dimensions
• Filtering Measures
• Range filters
• Context filters
• Filter options
• Applying filter to specific sheets
• Applying filter to data source
• Date filters
• Conditional filters
• Top filters
• Relevant filters
Parameters
• Create parameter
• Parameter options
• Sheet selector using parameter
• Selecting measure using parameter
Sorting
• Icon Sorting
• Sorting options
• Manual sorting
• Computed sorting
Groups
• Creating Groups
• Dynamic Groups using calculated field
Sets
• Creating Set
• Combined Sets
• Sets in calculation field
Table calculations
• Running Total
• Difference
• Percent Difference
• Percent of Total
• Rank
• Percentile
• Moving Average
• YTD Total
• Compound Growth Rate
• Year over Year Growth
• YTD Growth
Bins
• Creating Bins
• Bin size with parameters
• Custom Bins
Forecasting
• Snow Forecast
• Forecast options
• Describe Forecast
Trend lines
• Show Trendlines
• Edit Trendlines
• Describe Trendlines
• Describe Trend model
Reference lines
• Adding reference line
• Reference line per cell, per pane, entire table
• Adding reference band
• Formatting
• Distribution
• Box Plot
Different types of charts in tableau
• Highlight Table
• Heatmap
• Treemap
• Maps
• Pie Chart
• Scatter Plot
• Area Chart
• Babble Chart
• Word Cloud
• Gantt Bar Chart
• Bullet Chart
Dashboards
Dashboard design
Dashboard size selection
• Difference between Normal, Fixed width, Fixed height, and Entire view
• Tiled vs Floating
• Dashboard components (Horizontal, Vertical, Text, Image, Web page, Blank)
• Managing dashboards and sheets
• Dashboard Actions
• Formatting Dashboards
Advanced Topics in Tableau Training
Functions
• Number Functions
o ABS
o DIV
o EXP
o POWER
o ROUND
o SIGN
o SQRT
o SQUARE
• String Functions
o ASCII
o CHAR
o CONTAINS
o ENDS WITH
o FIND
o LEFT
o LEN
o LOWER
o LTRIM
o MID
o REPLACE
o RIGHT
o RTRIM
o SPACE
o START WITH
o TRIM
o UPPER
• Date
o DATEADD
o DATEDIFF
o DATENAME
o DATEPARSE
o DATEPART
o DATETRUNC
o DAY
o MONTH
o NOW
o TODAY
o YEAR
• Type Conversion
o DATE
o DATETIME
o FLOAT
o INT
o MAKEDATETIME
o STR
• Logical
o CASE
o IF
o IFNULL
o IIF
o ISDATE
o ISNULL
o ZN
• Aggregate
o ATTR
o AVG
o COUNT
o COUNTD
o MAX
o MEDIAN
o MIN
o SUM
• User
o FULL NAME
o ISFULLNAME
o ISMEMBEROF
o ISUSERNAME
o ISDOMAIN
o USERDOMAIN
o USERNAME
• Table Calculation
o FIRST
o INDEX
o LAST
o LOOKUP
o PREVIOUS_VALUE
o RANK
o RANK_DENSE
o RANK_MODIFIED
o RANK_UNIQUE
o RUNNING_AVG
o RUNNING_COUNT
o RUNNING_MAX
o RUNNING_MIN
o RUNNING_SUM
o SIZE
o TOTAL
o WINDOW_AVG
o WINDOW_COUNT
o WINDOW_MAX
o WINDOW_MIN
o WINDOW_SUM
Table Calculations
Adding Reference Line Advanced
Advanced Dashboard Techniques
• Advanced formatting techniques
• Vertical vs Horizontal containers
• Best practices
• Advanced Dashboard Actions
Tips and Tricks
Miscellaneous Topics
• How to do performance recording
• Adding New Color Palette
• Adding New Shape Palette
Tableau Desktop 9 New Features
Tableau Desktop 9 LOD Calculations
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